ISHARES TR's ticker is GOVT and the CUSIP is 46429B267. A total of 564 filers reported holding ISHARES TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $302,830 | -7.4% | 13,740 | -3.8% | 0.16% | -3.1% |
| Q2 2023 | $326,976 | -5.0% | 14,278 | -3.1% | 0.16% | -10.9% |
| Q1 2023 | $344,353 | -19.2% | 14,729 | -21.5% | 0.18% | -23.8% |
| Q4 2022 | $426,256 | -11.2% | 18,761 | -11.1% | 0.24% | -20.8% |
| Q3 2022 | $480,000 | -8.2% | 21,097 | -3.7% | 0.30% | -1.0% |
| Q2 2022 | $523,000 | -8.1% | 21,897 | -4.2% | 0.31% | -1.9% |
| Q1 2022 | $569,000 | -16.8% | 22,850 | -10.9% | 0.31% | -9.0% |
| Q4 2021 | $684,000 | +4.1% | 25,642 | +3.5% | 0.34% | -5.2% |
| Q3 2021 | $657,000 | -14.7% | 24,774 | -14.5% | 0.36% | -14.4% |
| Q2 2021 | $770,000 | -4.9% | 28,961 | -6.3% | 0.42% | -7.6% |
| Q1 2021 | $810,000 | +5.5% | 30,922 | +9.6% | 0.46% | -14.1% |
| Q4 2020 | $768,000 | +1.5% | 28,224 | +4.2% | 0.53% | -22.1% |
| Q3 2020 | $757,000 | +8.6% | 27,095 | +8.7% | 0.68% | -3.7% |
| Q2 2020 | $697,000 | +3.3% | 24,927 | +3.4% | 0.71% | -17.2% |
| Q1 2020 | $675,000 | +4118.8% | 24,118 | +3919.7% | 0.86% | +8480.0% |
| Q3 2019 | $16,000 | -27.3% | 600 | -29.2% | 0.01% | -33.3% |
| Q2 2019 | $22,000 | -21.4% | 848 | -22.3% | 0.02% | -28.6% |
| Q1 2019 | $28,000 | – | 1,092 | – | 0.02% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| COBBLESTONE CAPITAL ADVISORS LLC /NY/ | 3,610,117 | $89,134,000 | 9.03% |
| PARK AVENUE SECURITIES LLC | 1,152,200 | $28,459,000 | 6.31% |
| Relative Value Partners Group, LLC | 1,206,594 | $29,791,000 | 3.30% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | 17,407,995 | $429,803,000 | 3.28% |
| SUNTRUST BANKS INC | 21,085,683 | $520,605,000 | 2.91% |
| CADINHA & CO LLC | 554,998 | $13,703,000 | 2.76% |
| Lenox Wealth Management, Inc. | 275,512 | $6,802,000 | 2.19% |
| LVZ, Inc. | 308,724 | $7,622,000 | 2.07% |
| CAMBRIDGE ASSOCIATES LLC /MA/ /ADV | 410,617 | $10,138,000 | 1.78% |
| Allegis Investment Advisors, LLC | 229,454 | $5,665,000 | 1.74% |